James Shu

James Shu has extensive experience in capital markets, financial advisory and investment management as well as investor relations. He has experience in M&A advisory for small cap publicly traded healthcare companies and has handled investor relations functions for publicly traded companies in the pharmaceutical and medical device industry.

Mr. Shu’s experience includes work at a hedge fund with a fundamental investment strategy focusing on high yield corporate fixed income. His professional experience includes investment analysis and research, capital raises and marketing. Mr. Shu has a strong analytical background focusing on review and analysis of financial statements, capital structures, and conducting due diligence activities with management teams. His investor base includes family office clients, investment consultants, fund of funds and endowments.

Mr. Shu graduated from the University of Miami, where he received his B.B.A. in business administration with a double major in management and finance.

Clients